GIPS Workshop São Paulo on May 29th 2014

$950.00

Our surveys have found that there are many areas that firms struggle with in regards to GIPS® compliance. These include policies and procedures, firm definition, discretion, and making decisions about composites. The Spaulding Group has constructed a full

São Paulo on May 29, 2014

Location Information 

This workshop will be held at the offices of K & L Gates 

Rua Iguatemi 151, conjunto 281 
Ed. Spazio Faria Lima 
São Paulo, SP 01451-011 
Brazil

*CFA/CFP charter holders please call (732) 873-5700 or email Eric Chang (echang@spauldingGrp.comfor discount information.

 

A focused in-depth overview Our surveys have found that there are many areas that firms struggle with in regards to GIPS® compliance. These include policies and procedures, firm definition, discretion, and making decisions about composites. The Spaulding Group has constructed a full day workshop that addresses these topics and is dedicated to helping firms understand, implement, and master the Global Investment Performance Standards®.

The workshop is designed to guide you through the complicated, often grey areas, and remove the confusion that surrounds the GIPS Standards. Our practical and straightforward approach to teaching and interpreting the Standards, along with taking the time to address all of your issues, will leave you with a solid understanding of the Standards, which will benefit you and your firm.

 

Topics will include:

Fundamentals of compliance

Composite construction

Calculation methodology

Disclosures

Presentations and reporting

Advertising guidelines

Treatment of carve-outs

Error correction

Much more...

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